Vitale Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,206,753
Total clients
370
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
370
Average account size
$251,910
About
Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households, and offers educational seminars and workshops. The firm bills on an assets‑under‑management basis and does not serve as custodian for client assets.
The firm typically implements model‑based strategies and may hire sub‑advisors or use a co‑advisor relationship (disclosed in the brochure) to manage portions of client portfolios, while conducting periodic account reviews and delivering financial plans on an hourly basis. Its investment work draws on fundamental and technical analysis and spans strategic, tactical, allocation and defined‑outcome models, with custody arranged through major custodial platforms.
What distinguishes the firm for an independent, single‑advisor practice is its unusually high client load relative to peers (several hundred client relationships for the firm’s sole advisor alongside roughly $93 million in managed assets) and the principal’s substantial outside business activities, including a licensed insurance practice that consumes roughly half of the principal’s time and a real estate brokerage/ownership role. The firm discloses fee‑sharing and referral arrangements with third‑party managers (including a co‑advisor) and an ownership link involving a minority owner of that co‑advisor; these relationships and potential conflicts are disclosed and addressed through the firm’s procedures and fiduciary obligations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
1.00% annually for Vitale Wealth Management asset management; Co-Advisor fees with Gradient Investments portfolios range from 1.00% to 1.50% annually depending on portfolio type
Financial planning services charged at $200 per hour
Account minimum: No minimum to open an account (third party money managers may have their own minimums) Minimum fee: Client Directed Accounts with Gradient Investments have a minimum quarterly fee of $25 Fee-only: Financial planning charged at $200 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Vitale Wealth Management
3778 S. Lapeer Rd.
Metamora MI 48455, United States
Number of offices
3
Forms ADV
Quick links
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